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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scot who wrote (96047)	3/1/2000 2:09:00 PM
From: Scot	Read Replies (2) \| Respond to of 1580134

Also from the Register: theregister.co.uk Posted 01/03/2000 4:38pm by Mike Magee Intel-Compaq deal maketh eight-way SMP market The VP of Compaq US' x86 enterprise server division said today that there were no circumstances he could contemplate where his company would ever use Rambus memory in its range of servers. Paul Santeler said that Compaq "has no plans to use Rambus in any of its servers, and that it would use DDR and synchronous memory for the foreseeable future. That came after Santeler's presentation on eight way servers where he explained Compaq's plans to proliferate its own chipset -- co-developed with Intel -- for servers using Willamette and Foster servers. Santeler said: "The 8500 is a tough act to follow-- we're going to extense (sic) it out with microprocessor refreshes. In Q1, 2001, we'll refresh it with Foster, which has a 400MHz quad pump front side bus. We'll have five memory controllers." He claimed that the performance of the Willamette/Foster processor will deliver double the performance of its current eight way offering, which uses the Intel Xeon processor. "Compaq will drive the price down, as it did with our 8500," said Santeler. When Compaq delivers the Foster eight way in Q1 2000, it will cost roughly the same as the current Proliant 8500, he said. Santeler also rubbished IDC's projections that only 90 eight way servers would ship in 1999, and said that it had already seeded 120 eight way servers before the eight way Profusion platform was introduced in last August. He repeated Enrico Pesatori's figure that Compaq had shipped 3,500 eight way Proliants since August, and although he absolutely refused to say how many Q will ship this year, he displayed a hand gesture that suggested a 45 to 50 per cent progression over last year's figures. The Sabre board, which Intel ships to Compaq competitors, did not cut it, said Santeler. "Compaq was very involved in making this market. When Sabre came out, it was broken and we kicked butt because we were ready with our solution." Forty one per cent of Compaq's eight way servers used six or more Xeon processors, he said. Part of the reason for Q's success in the market, said Santeler, was that it had chip level access to Corollary eight way server technology back in 1996, and when that company was taken over by Intel, the chip level relationship continued. ©

To: Scot who wrote (96047)	3/1/2000 2:29:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1580134

Scot, re: register article Jeez, just about everybody has figured out the appallingly bad execution by Intel. Most recently evidenced by the scrapped 850/866 MIA launch. The only defense that the maroons have is their recent stock performance setting all time highs. These guys can't seem to get anything right. I think we all realize that the series of cock ups must end just by sheer force of luck. But I predict we haven't seen the last of them from Inte. And coupling Willy with dual rambus and a weak FPU could truly be a disaster of epic proportions to intel and its shareholders. regards, Kash

To: Scot who wrote (96047)	3/1/2000 4:01:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1580134

Scot, <Intel positions Celeron against Athlon> I think Intel is scrambling. AMD has K6-xs up to 600MHz and k6-2+s are coming. By controlling the prices on K6-xs - AMD can safely thwart any threat of Intel positioning Celerons against Athlons. I don't think Celerons will sell well, if they are priced a lot higher than K6-xs. Actually it may backfire - cannibalizing low end PIIIs. Athlons have MHz advantage. The old Celeron trick is not going to work this time. IMHO, days of Intel marketing can pull off any tricks against AMD are gone. Regards, Goutama